Core Viewpoint - The Hong Kong real estate stocks have shown a significant upward trend, driven by recent policy optimizations aimed at supporting reasonable housing demand across various cities in China [1] Company Performance - Country Garden saw an increase of over 5% in its stock price, while China Overseas Macro Group rose by 4% and Ronshine China by 3.5% [2] - Other notable performers include Vanke Enterprises, Longfor Group, and Oceanwide Holdings, each rising nearly 3%, and China Jinmao increasing by 2% [2] Policy Developments - Multiple cities in China have recently optimized real estate policies, including Dongguan offering a subsidy of 2% of the total purchase price for eligible homebuyers, capped at 30,000 yuan [1] - Sichuan is implementing a "one city, one policy" approach to stabilize the real estate market, while Guangzhou has introduced new policies allowing property companies to sell self-held housing [1] - Major cities like Beijing, Shanghai, and Shenzhen have adjusted their purchase restrictions, indicating a broader trend of policy support for the housing market [1] - New first-tier cities are reportedly studying the latest real estate policies to further stimulate housing demand and enhance purchase support [1]

Core Viewpoint - The company, Ocean Group (03377), announced the issuance of a total of 19.116 million shares as a result of the conversion of zero-coupon mandatory convertible bonds from Group B, C, and D, which are due in 2027, on September 23, 2025 [1] Summary by Relevant Sections - **Company Actions** - Ocean Group will issue 19.116 million shares based on the conversion of zero-coupon mandatory convertible bonds [1]

智通财经APP讯，远洋集团(03377)发布公告，于2025年9月23日，根据于2025年3月27日发行的2027年到 期的B组、C组、D组零息强制可转换债券的转换而发行合计1911.6万股。 ...

格隆汇9月23日丨远洋集团(03377.HK)发布公告，2025年9月23日,根据于2025年3月27日发行的2027年到 期的B组零息强制可转换债券的转换配发及发行1751.03万股新股份；及根据于2025年3月27日发行的 2027年到期的C组零息强制可转换债券的转换配发及发行108.11万股新股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 遠洋集團控股有限公司 呈交日期： 2025年9月23日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) 03377 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | | 事件 | 已發行股份（不包括庫存 ...

此前，远洋集团公布2025年中期业绩，营业额为人民币62.03亿元，同比下降53%。公司拥有人应占溢 利为人民币102.02亿元，同比扭亏为盈；每股基本盈利1.171元。公告称，期内溢利主要是由于集团完成 境外债务重组取得的非现金收益所致。 远洋集团(03377)跌超6%，截至发稿，跌6.25%，报0.15港元，成交额651.08万港元。 消息面上，据智通财经消息，远洋集团境内债务重组方案投票时间延期至9月30日。8月18日，远洋方面 公布境内债务重组方案，对标的债券本金和利息偿付安排作出调整，并提供现金购回、股票经济收益 权、资产抵债等多种清偿选项。重组包括7笔公司债和3笔PPN，本金额合计180.5亿元。 ...

此前，远洋集团公布2025年中期业绩，营业额为人民币62.03亿元，同比下降53%。公司拥有人应占溢 利为人民币102.02亿元，同比扭亏为盈；每股基本盈利1.171元。公告称，期内溢利主要是由于集团完成 境外债务重组取得的非现金收益所致。 智通财经APP获悉，远洋集团(03377)跌超6%，截至发稿，跌6.25%，报0.15港元，成交额651.08万港 元。 消息面上，据智通财经消息，远洋集团境内债务重组方案投票时间延期至9月30日。8月18日，远洋方面 公布境内债务重组方案，对标的债券本金和利息偿付安排作出调整，并提供现金购回、股票经济收益 权、资产抵债等多种清偿选项。重组包括7笔公司债和3笔PPN，本金额合计180.5亿元。 ...

Core Insights - The meeting held on September 18 between Meishan City and Yuanhang Group focused on the construction and operation of the Meishan International Railway Port project [1][3] - Meishan City is positioned as a key node in the western land-sea new passage of Sichuan Province, emphasizing the implementation of an open city strategy and the development of major projects [3][4] Group 1: Project Overview - The Meishan International Railway Port covers a total planned area of over 29,600 acres and has launched 561 trains, connecting 34 domestic and international cities [3] - The project aims to support the multi-modal transport system in Sichuan Province and enhance the quality development of the western land-sea new passage [3] Group 2: Strategic Collaboration - The meeting included discussions on the planning, design, cooperation models, and resource integration for the railway port project [3] - Yuanhang Group has developed comprehensive service capabilities in logistics, including investment, planning, design, construction, operation, and asset management [3][4] Group 3: Economic Opportunities - The Secretary of Meishan City highlighted the significant development opportunities brought by the Chengdu-Chongqing economic circle and the city's strong industrial foundation and growth momentum [3] - Yuanhang Group expressed strong recognition of Meishan's strategic positioning and development potential, aiming to leverage its expertise in logistics infrastructure investment and operation [4]

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 09993 | 金辉控股 | 0 -8.97% | 2.840 | 114.88亿 | | 02007 | 碧桂元 | -8.70% | 0.630 | 176.33 Z | | 00813 | 世茂集团 | -8.24% | 0.390 | 31.32亿 | | 03383 | 雅居乐集团 | -7.41% | 0.500 | 25.23 乙 | | 00884 | 旭辉控股集团 | -7.17% | 0.246 | 25.85 乙 | | 02772 | 中梁控股 | -6.90% | 0.081 | 3.54Z | | 02777 | 富力地产 | -6.76% | 0.690 | 25.89亿 | | 03377 | 远洋集团 | -6.32% | 0.163 | 18.97亿 | | 01918 | 融创中国 | -6.21% | 1.660 | 190.4 Z | | 02202 | 万科企业 | -6.13% | 5.510 | 657.38 Z | | 03301 ...

Group 1 - The Hong Kong real estate stocks continue to decline, with Country Garden down 8.7%, Jin Hui Holdings down 8%, and Zhongliang Holdings down 7% [1] - The National Bureau of Statistics reported that from January to August, national real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9%, with residential investment at 46,382 billion yuan, down 11.9% [1] - The funding for real estate development enterprises decreased by 8% year-on-year, with personal mortgage loans dropping by 10.5% [1] Group 2 - Analysts indicate that the current real estate data shows a comprehensive weakening, with both development investment and personal mortgage loans declining, confirming that the market is still in a deep adjustment period [1] - Recently, several key cities have introduced favorable policies to promote the stable and healthy development of the real estate market, particularly in terms of easing purchase restrictions, with notable adjustments in Beijing, Shanghai, and Shenzhen [1]